United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in United Parcel Service Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,147
- +58 vs. Q1 2026
- Shares held
- 533.3M
- +31.2M (+6.2%) vs. Q1 2026
- Total value
- $57.3B
- +$7.97B (+16.2%) vs. Q1 2026
- New holders
- 195
- 898 more added
- Sold out
- 137
- 817 more reduced
31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Breakwater Capital Group | 2,974 | $319.7K | 0.04% | +53+1.8% | Added |
| Wedmont Private Capital | 2,844 | $319.8K | 0.01% | +402+16.5% | Added |
| Weatherly Asset Management L. P. | 2,993 | $321.7K | 0.02% | +265+9.7% | Added |
| Defiance ETFs, LLC | 2,939 | $321.9K | 0.00% | +480+19.5% | Added |
| Pettyjohn, Wood & White, Inc | 2,998 | $322.3K | 0.05% | −215−6.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,014 | $324.0K | 0.00% | −350−10.4% | Reduced |
| Wealthquest Corp | 3,035 | $326.3K | 0.02% | +377+14.2% | Added |
| Drive Wealth Management, LLC | 3,038 | $326.5K | 0.06% | +3,038 | New |
| McDaniel Terry & Co | 3,039 | $326.7K | 0.03% | −13,275−81.4% | Reduced |
| Concorde Asset Management, LLC | 3,050 | $327.9K | 0.19% | +119+4.1% | Added |
| Centiva Capital, LP | 3,052 | $328.1K | 0.01% | −155,212−98.1% | Reduced |
| Premier Path Wealth Partners, LLC | 3,053 | $328.2K | 0.04% | −104−3.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3,061 | $329.1K | 0.22% | +52+1.7% | Added |
| Sax Wealth Advisors, LLC | 3,363 | $330.8K | 0.01% | +917+37.5% | Added |
| CVA Family Office, LLC | 3,080 | $331.1K | 0.03% | +220+7.7% | Added |
| Wilson & Boucher Capital Management, LLC | 3,100 | $333.3K | 0.20% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,102 | $333.5K | 0.08% | −134−4.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,103 | $333.6K | 0.13% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 3,105 | $333.8K | 0.05% | −10,454−77.1% | Reduced |
| Pflug Koory, LLC | 3,122 | $335.6K | 0.13% | −50−1.6% | Reduced |
| Tempo Wealth, LLC | 3,132 | $336.7K | 0.05% | −17−0.5% | Reduced |
| MKT Advisors LLC | 3,013 | $337.4K | 0.10% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,139 | $337.4K | 0.02% | +235+8.1% | Added |
| Greenup Street Wealth Management LLC | 3,150 | $338.6K | 0.04% | +741+30.8% | Added |
| RIA Advisory Group LLC | 3,151 | $338.7K | 0.08% | −572−15.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,153 | $339.0K | 0.02% | −95−2.9% | Reduced |
| Clearbridge Investments, LLC | 3,157 | $339.4K | 0.00% | +60+1.9% | Added |
| XTX Topco Ltd | 3,160 | $339.7K | 0.00% | +304+10.6% | Added |
| Successful Portfolios LLC | 3,044 | $339.8K | 0.16% | −21−0.7% | Reduced |
| Martingale Asset Management L P | 3,161 | $339.8K | 0.01% | −6,390−66.9% | Reduced |
| Southland Equity Partners LLC | 3,165 | $340.2K | 0.06% | +116+3.8% | Added |
| Elevated Capital Advisors, LLC | 3,165 | $340.2K | 0.09% | −2,288−42.0% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,165 | $340.3K | 0.08% | +31+1.0% | Added |
| Voleon Capital Management LP | 3,170 | $340.8K | 0.01% | −17,106−84.4% | Reduced |
| Secured Retirement Advisors, LLC | 3,171 | $340.9K | 0.17% | −848−21.1% | Reduced |
| Eagle Harbor Asset Management Inc | 3,172 | $341.0K | 0.27% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,173 | $341.1K | 0.06% | −224−6.6% | Reduced |
| Harbour Capital Advisors, LLC | 3,039 | $341.8K | 0.06% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 3,193 | $343.2K | 0.26% | +1,301+68.8% | Added |
| American Alpha Advisors, LLC | 3,203 | $344.3K | 0.20% | +141+4.6% | Added |
| WealthTrak Capital Management LLC | 3,204 | $344.4K | 0.23% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,215 | $345.6K | 0.08% | +3,215 | New |
| Beacon Financial Advisory LLC | 3,216 | $345.7K | 0.07% | −1,481−31.5% | Reduced |
| Wimmer Associates 1, LLC | 3,237 | $348.0K | 0.16% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,240 | $348.3K | 0.00% | +26+0.8% | Added |
| Spurstone Advisory Services, LLC | 3,182 | $348.6K | 4.76% | −510−13.8% | Reduced |
| Stokes Capital Advisors, LLC | 3,250 | $349.4K | 0.07% | +1,075+49.4% | Added |
| GTS Securities LLC | 3,257 | $350.1K | 0.01% | +25+0.8% | Added |
| LexAurum Advisors, LLC | 3,262 | $350.7K | 0.04% | −156−4.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,266 | $351.1K | 0.01% | −299−8.4% | Reduced |
| Meridian Wealth Advisors, LLC | 3,270 | $351.5K | 0.04% | +105+3.3% | Added |
| Clear Street Markets LLC | 3,273 | $351.8K | 0.07% | −11,249−77.5% | Reduced |
| Weaver Consulting Group | 3,288 | $353.4K | 0.07% | +328+11.1% | Added |
| Thrive Wealth Management, LLC | 3,299 | $354.7K | 0.05% | +187+6.0% | Added |
| VeraBank, N.A. | 3,300 | $354.8K | 0.06% | −744−18.4% | Reduced |
| Coastal Investment Advisors, Inc. | 3,300 | $354.8K | 0.11% | −140−4.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,309 | $355.8K | 0.10% | −96−2.8% | Reduced |
| CWA Asset Management Group, LLC | 3,313 | $356.2K | 0.01% | −845−20.3% | Reduced |
| Moody National Bank Trust Division | 3,321 | $357.0K | 0.03% | +71+2.2% | Added |
| CogentBlue Wealth Advisors, LLC | 3,322 | $357.1K | 0.20% | +528+18.9% | Added |
| Barlow Wealth Partners, Inc. | 3,249 | $357.2K | 0.04% | +600+22.7% | Added |
| Capstone Investment Advisors, LLC | 3,329 | $357.9K | 0.00% | +3,329 | New |
| Northstar Group, Inc. | 3,330 | $358.0K | 0.05% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 3,335 | $358.5K | 0.04% | −115−3.3% | Reduced |
| Hilton Head Capital Partners, LLC | 3,340 | $359.0K | 0.18% | −272−7.5% | Reduced |
| First National Advisers, LLC | 3,355 | $360.7K | 0.05% | −6,061−64.4% | Reduced |
| 1st Source Bank | 3,359 | $361.1K | 0.02% | −280−7.7% | Reduced |
| Wealth Advisory Solutions, LLC | 3,366 | $361.8K | 0.07% | −135−3.9% | Reduced |
| Symphony Financial, Ltd. Co. | 3,366 | $361.9K | 0.04% | −25−0.7% | Reduced |
| Rexford Capital Inc | 3,368 | $362.1K | 0.22% | +29+0.9% | Added |
| LRI Investments, LLC | 3,373 | $362.6K | 0.03% | +2,318+219.7% | Added |
| Vance Wealth, Inc. | 3,377 | $363.0K | 0.08% | +215+6.8% | Added |
| Strategic Investment Solutions, Inc. | 3,379 | $363.2K | 0.08% | −96−2.8% | Reduced |
| Private Wealth Asset Management, LLC | 3,389 | $364.3K | 0.04% | −513−13.1% | Reduced |
| Bingham Private Wealth, LLC | 3,393 | $364.7K | 0.25% | +426+14.4% | Added |
| Alliance Wealth Advisors, LLC | 3,421 | $367.8K | 0.07% | +636+22.8% | Added |
| Polymer Capital Management (US) LLC | 3,423 | $368.0K | 0.05% | +3,423 | New |
| Foster & Motley Inc | 3,421 | $368.0K | 0.02% | +3,421 | New |
| Cambria Investment Management, L.P. | 3,425 | $368.2K | 0.02% | +73+2.2% | Added |
| Cardinal Point Capital Management, ULC | 3,425 | $368.2K | 0.02% | +500+17.1% | Added |
| Buttonwood Financial Advisors Inc. | 3,438 | $369.6K | 0.11% | −25−0.7% | Reduced |
| Tevis Investment Management | 3,444 | $370.2K | 0.20% | −102−2.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,447 | $370.5K | 0.06% | −200−5.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,447 | $370.6K | 0.01% | −11,517−77.0% | Reduced |
| MSH Capital Advisors LLC | 3,459 | $371.9K | 0.06% | +347+11.2% | Added |
| Traphagen Investment Advisors LLC | 3,472 | $373.3K | 0.03% | +1,382+66.1% | Added |
| MONECO Advisors, LLC | 3,492 | $375.4K | 0.02% | +358+11.4% | Added |
| City State Bank | 3,494 | $375.6K | 0.09% | +20+0.6% | Added |
| Founders Financial Alliance, LLC | 3,503 | $376.6K | 0.05% | +20+0.6% | Added |
| Family Legacy, Inc. | 3,504 | $376.7K | 0.10% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 3,513 | $377.6K | 0.13% | −1,500−29.9% | Reduced |
| StoneX Group Inc. | 3,532 | $379.7K | 0.02% | −37−1.0% | Reduced |
| Adams Wealth Management | 3,536 | $380.1K | 0.07% | +596+20.3% | Added |
| Tyche Wealth Partners LLC | 3,539 | $380.4K | 0.05% | −27−0.8% | Reduced |
| NCM Capital Management, LLC | 3,557 | $382.3K | 0.12% | +108+3.1% | Added |
| Formidable Asset Management, LLC | 3,892 | $382.9K | 0.06% | −20−0.5% | Reduced |
| Wealth Alliance | 3,569 | $383.6K | 0.03% | +556+18.5% | Added |
| Finward Bancorp | 3,570 | $383.8K | 0.29% | 00.0% | Unchanged |
| KRM Wealth Management L.L.C. | 3,576 | $384.4K | 0.17% | +3,576 | New |
| Intrust Bank NA | 3,579 | $384.7K | 0.03% | −243−6.4% | Reduced |